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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Kansas City, Missouri, offers affordability, cultural richness, and a welcoming atmosphere, making it an increasingly attractive destination for retirees and those looking to put down their roots. It's known for its jazz heritage, strong healthcare sector providing access to quality care, central location, numerous parks and green spaces, and a strong tradition of philanthropy.
With over 500+ financial advisors in Kansas City to choose from, finding a suitable advisor can be challenging. WiserAdvisor can assist you by connecting you with 2-3 financial advisors that would best suit your specific needs. For over two decades, WiserAdvisor has maintained a trusted directory of fiduciary advisors who meet rigorous industry standards, are screened for experience and maintain clean records with FINRA and SEC.
If you?re seeking expert guidance for retirement planning in Kansas City or looking for the best financial advisors in Kansas City who can provide personalized wealth advisory services, our free match tool can connect you with a suitable advisor who understands your unique financial situation and has the necessary qualifications to guide you toward financial success.
Kansas City
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Kansas City,
Missouri
have an average of
24
years of experience.
NOTE: The list of vetted financial
advisors in
Kansas City,
Missouri
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Kansas City, Missouri.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Joe Harrish
PRIME CAPITAL INVESTMENT ADVISORS 6201 College Boulevard, Suite 150, Overland Park, KS 66211 |
20 Years | Not Specified | $500,000 | Fee-Only |
|
James Claiborne
CLU®, CFS, ChFC® FINANCIAL PARTNERS GROUP 10925 Antioch Road, Suite 100, Overland Park, KS 66210 |
28 Years | $115,000,000 | Not Specified | Fee-Based |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | Not Specified | $0 | Fee-Based |
Qualifications
CRD# 4734166
Firm CRD# 288712
Series 65
Compensation/Fee Fee-Only
Office Location
6201 College Boulevard,
Suite 150,
Overland Park,
KS
66211
Phone Number
913-491-6226
Joe Harrish still adheres to the core values he first embraced in the Air Force at age 19 - Integrity, Service Before Self and Excellence In All We Do. From self-described "humble beginnings," Joe has spent his entire life building meaningful relationships in the military and civilian community. He spent 22 highly-decorated years in active-duty in the Air Force where he won numerous awards at every level. One of his biggest accomplishments was being named the Air Force's Company Grade Officer of the Year for his entire career field. During the final decade of his military career, he knew he had a higher calling. He entered the financial services industry while he was still on active-duty, and he has spent two decades helping others change their financial futures. Now part of the team at Prime Capital Investment Advisors (PCIA), he is a fee-based financial advisor and fiduciary working with high net-worth individuals, upper management executives, medical professionals and business owners. Joe has a bachelor's degree in organizational management and holds a Series 65 registration. Want to learn more about Joe? Visit his website: https://pciaharrish.com/
Prime Capital Investment Advisors is a people-first organization. We thrive on collaboration, community and culture. Like any true team, we know that we achieve great things by working together. Prime Capital Investment Advisors was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial experts who are passionate about applying their knowledge and expertise to help clients reach for their financial goals. Watch this video to get a peek into the value of working with a Prime Capital Investment Advisor. https://vimeo.com/689800831
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2074636
Firm CRD# 288644
Series 6, 7, 24, 63
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
10925 Antioch Road,
Suite 100,
Overland Park,
KS
66210
Phone Number
913-948-9489
James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC®) and Charted Life Underwriter (CLU®). His certifications were awarded through the American College in Bryn Mawr, PA. James specializes in Professional Money Management, Executive Benefits and Tax Qualified Plans for individuals, business owners, senior level executives and retirees and has personally designed over a thousand financial plans over the past 25 years. His services include fee based and non-fee based financial planning, portfolio evaluation and design, wealth management consulting and tax planning strategies. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. Designees also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements. He is an active member of the Financial Service Professional society (FSP) where he has served as President, board member on the Business Ethics Award Steering Committee and Chairman of the Board Election Committee. He also currently serves on the board of Directors and Investment Committee for the University of Central Missouri Foundation. He is a published author, has been selected to receive the FIVE STAR Wealth Manager" Reward** in 2012, 2013 and 2014. He was also recognized in the January issue of KCB Magazine and is on the 2006 list of "The 10 Most Dependable"" Wealth Managers of the Central Region as shown in the November 2006 addition of Southwest Airlines Spirit Magazine.*
Financial Partners Group is an Independent Comprehensive fee-based Wealth Management Firm located in Overland Park, KS, dial (913) 948-9489 for James Claiborne, Owner/Financial Advisor for a complementary portfolio review by our financial expert, James Claiborne CFS, ChFC. Whether you are seeking individual or corporate asset management, our Financial planning team has the experience and expertise to provide the objective advice needed to achieve your financial goals. Our investment advisory services include portfolio management, fee-based planning, estate, business, tax planning and investment management. Are you worrying that you will have all of the retirement income necessary to support you and your spouse in your final years? Our retirement planners will work closely with you to formulate a program of financial stability. Specializing in private wealth clients, we offer proven estate management strategies that can help obtain financial freedom for you and your family.
Advisory Services Provided:
Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
10950 Grandview Drive,
Suite 600,
Overland Park,
KS
66210
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 6119259
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
16 SE 3rd Street,
Lees Summit,
MO
64063
Phone Number
816-229-7290
Mike has over 35 years experience in the financial services industry and has earned the Certified Mutual Funds Counselor designation. He works with clients to identify personalized financial strategies including tax-sensitive planning, retirement accumulation, distribution and estate planning to strive to ensure wealth is passed efficiently and cost effectively to the designated people or organizations in the manner and time desired.
In his spare time, Mike enjoys photography, working on his classic cars, and traveling. Mike is an avid Chiefs and Royals fan.
4 Generations Wealth Management is an Investment Strategies team formed by Michael J. Blomberg, founded and grown with the underlying principle that this is a relationship business, and these are families that we are entrusted to serve, across their families, as their family tree grows. Mike B. has been a Financial Advisor since 1986 and Mike F. has been in the financial industry since 2012 and served as a financial markets and investments professional. Our business is built on a foundation of thoughtful client relationships. Regardless of your life stage, income or goals, we can work with you to create a financial plan to help you manage your short-term needs, long-term goals and work toward meeting your financial aspirations. Let us focus on helping you pursue those targets through the noise of the media and volatility of the markets, so you can focus on living life with your loved ones!
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 225 | 647 | $229,554,718,263 | A percentage of AUM, Fixed fees, Performance Based |
|
| 53 | 140 | $33,033,194,860 | A percentage of AUM, Fixed fees, Performance Based |
|
| 48 | 1765 | $6,506,508,831 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (REVENUE SHARING FRS & ELIGIBLE CREDIT & CASH MANAGEMENT SOLUTION) |
|
| 22 | 659 | $4,999,890,906 | A percentage of AUM, Performance Based |
|
| 36 | 9 | $2,700,724,346 | A percentage of AUM |
|
| 55 | 20 | $2,380,236,476 | A percentage of AUM, Performance Based |
|
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
4400 Main Street, Kansas City, MO 64111-7709 |
102 | 3717 | $1,866,781,488 | A percentage of AUM |
| 38 | 31 | $1,475,546,984 | A percentage of AUM, Fixed fees, Performance Based, Other (ACQUISITION FEES) |
|
| 8 | 1176 | $1,439,869,002 | A percentage of AUM, Fixed fees |
|
| 15 | 2005 | $625,489,432 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 22 | 1 | $454,190,189 | A percentage of AUM, Performance Based |
|
| 39 | 5 | $322,201,973 | A percentage of AUM, Performance Based, Other (ACQUISITION AND MONITORING FEES) |
|
| 6 | 636 | $292,909,874 | A percentage of AUM, Hourly charges, Fixed fees |
|
MID-AMERICAN WEALTH ADVISORY GROUP
7505 Nw Tiffany Springs Parkway, 4th Floor, Kansas City, MO 64153 |
19 | 2079 | $283,258,030 | A percentage of AUM |
| 2 | 6 | $257,965,000 | A percentage of AUM, Performance Based |
A fee-only financial planner in Kansas City is compensated solely by their clients, typically through hourly rates, flat fees, or a percentage of assets under management. This structure minimizes conflicts of interest, as they do not earn commissions from financial products. In contrast, other financial advisors may be fee-based or commission-only, earning their fee from product sales or a combination of fees and commissions. Choosing a fee-only financial planner in Kansas City ensures unbiased advice tailored to your financial goals, as they are not incentivized to recommend specific products and mandated to act in your best interest.
Wealth management advisors in Kansas City provide comprehensive financial services, including investment management, retirement planning, tax strategies, estate planning, philanthropic giving, and risk management. They tailor their services to high-net-worth individuals, helping them grow and preserve their wealth. These advisors take a holistic approach to ensure their client's long-term financial security and growth.
When meeting with a financial advisor in Kansas City for the first time, bring essential documents such as your recent tax returns, investment account statements, income and expense records, debt information (e.g., mortgage, credit cards), insurance policies, and details of your retirement accounts. Doing so enables your advisor to get a comprehensive view of your financial situation, allowing them to provide personalized recommendations.
The frequency of meetings with your financial planner in Kansas City depends on your financial goals and life events. Generally, meeting at least once a year is recommended to review your financial plan and adjust investment strategies. However, if you are actively planning for retirement, experiencing significant life changes (e.g., marriage, inheritance, or career change), or engaging in complex wealth management in Kansas City, more frequent meetings either every quarter or 6 months are recommended. Regular communication ensures that your financial strategy stays aligned with your evolving needs.
Clients in Kansas City may face unique financial challenges such as navigating Missouri and Kansas state tax laws, managing the cost of living in the city, and planning for property taxes. Additionally, business owners in Kansas City may require specialized wealth advisory services for succession planning and tax optimization. A knowledgeable financial advisor in Kansas City can help you navigate these challenges by developing tax-efficient investment strategies, optimizing retirement savings, and creating personalized financial plans tailored to the Kansas City economic landscape.
Top financial planners in Kansas City take a proactive approach to updating financial plans. They regularly review your financial situation, including changes in income, expenses, or life events (e.g., marriage, divorce, inheritance, or retirement). Advisors use these updates to adjust investment strategies, tax plans, and retirement goals. For example, if you receive a significant windfall, a wealth management advisor in Kansas City will revise your investment portfolio and estate planning strategy to align with your new financial status. Doing so ensures your financial plan remains aligned with your needs and goals.
Many wealth management firms in Kansas City specialize in serving high-net-worth individuals (HNWIs), offering tailored services such as investment management, estate planning, and tax optimization. HNWIs also look for assistance with legacy planning, charitable giving, and asset protection. It is advised to look for the best financial advisors in Kansas City who have extensive experience and a proven track record in managing significant assets. They can help you preserve and grow your wealth while aligning your financial plan with your long-term goals.
To find the best financial advisors in Kansas City, start by defining your financial goals, such as retirement planning, investment management, financial planning, or tax management. Look for advisors with recognized certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Consider using WiserAdvisor's free match tool, which connects you with pre-screened, qualified financial planners in Kansas City.
Additionally, choose a fee-only financial planner in Kansas City if you prefer unbiased advice without conflict of interest. Finally, check online reviews and request client references to ensure you select an advisor with a strong reputation and proven success in helping clients attain their financial goals.
